QUANTECH SOLUTION PARTNERS NORTH AMERICA INC.

RIASEC RegisteredEst. 2021

Total AUM

$518M

Discretionary

$518M

100% of AUM

Avg account

$129M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 315603
Registered since: September 8, 2021
Custodians: BARCLAYS BANK PLC, GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations73.5%
Pension & Profit Sharing Plans13.69%
Other Investment Advisers12.81%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quantech Solution Partners North America Inc. is a corporation registered with the SEC in 2021 that provides portfolio management services targeted at businesses and institutional clients. Ownership is listed as a combination of a foreign entity and an individual. The firm charges both percentage-of-AUM and fixed fees for its services. It is not identified as an active ESG investor, does not operate as a capital allocator, and is described as an adviser focused on institutional portfolio management rather than retail wealth management.